Total Wealth Planning, LLC's ownership history for MSFT

Total Wealth Planning, LLC currently holds 1.5K shares with a market value of $771.7K. It started holding MSFT on 2024-12-31. At its peak, it held 1.5K shares on 2025-09-30. Its highest holding value was $771.7K on 2025-09-30. At its lowest, it held 1.1K shares on 2025-03-31, with a value of $415.8K on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 382.